BJL

Brighton Jones LLC Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.46B
AUM Growth
+$801M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$81.2M
3
+$17.9M
4
PFE icon
Pfizer
PFE
+$16.8M
5
AAPL icon
Apple
AAPL
+$16.3M

Top Sells

1
+$7.76M
2
+$1.86M
3
+$1.66M
4
SYY icon
Sysco
SYY
+$1.64M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.44M

Sector Composition

1 Consumer Discretionary 29.06%
2 Technology 22.8%
3 Communication Services 4.41%
4 Financials 4.08%
5 Healthcare 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$779K 0.02%
4,041
+984
302
$771K 0.02%
+9,900
303
$765K 0.02%
22,224
304
$760K 0.02%
2,885
+417
305
$760K 0.02%
27,251
+7,710
306
$758K 0.02%
4,378
+125
307
$754K 0.02%
4,629
+2,978
308
$752K 0.02%
8,359
-1,712
309
$751K 0.02%
18,977
+8,928
310
$742K 0.02%
28,473
+6,147
311
$740K 0.02%
13,680
+3,969
312
$737K 0.02%
+21,800
313
$736K 0.02%
2,112
+83
314
$729K 0.02%
68,950
+51,920
315
$728K 0.02%
6,754
+700
316
$727K 0.02%
3,966
+2,104
317
$725K 0.02%
+6,466
318
$724K 0.02%
5,797
+1,988
319
$716K 0.02%
8,916
+4,627
320
$711K 0.02%
+13,405
321
$705K 0.02%
5,751
-1,286
322
$703K 0.02%
3,575
+2,537
323
$696K 0.02%
4,988
+1,178
324
$696K 0.02%
9,176
+4,290
325
$690K 0.02%
25,212
+1,299
11 12
13
14 15